Arlington Financial Advisors’s NeoVolta NEOV Stock Holding History

Arlington Financial Advisors’s Portfolio NEOV Stock Details NEOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-58,000	Closed	-$126K	–	100
2025 Q1	$126K	Buy	+58,000	New	+$194K	0.02%	108

Other funds holding NEOV

LIS

Legacy Investment Solutions Meridian, Idaho $192M AUM

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arlington Financial Advisors's NEOV Position: Q2 2025 in Review

Arlington Financial Advisors sold out of NeoVolta (NEOV) in Q2 2025, closing a stake of 58,000 shares — an estimated $126K sold.

Arlington Financial Advisors first reported a position in NEOV in Q1 2025 and held it in 1 quarter. The position peaked at $126K in Q1 2025. 23 funds tracked by Wall St. Rank hold NEOV as of Q2 2025.

Arlington Financial Advisors reported no remaining NeoVolta position as of Q2 2025 after selling out during the quarter.
Arlington Financial Advisors sold 58,000 NeoVolta shares in Q2 2025, an estimated $126K.
Arlington Financial Advisors first reported a position in NeoVolta in Q1 2025 and held it in 1 quarter.
Arlington Financial Advisors's NeoVolta position peaked at $126K in Q1 2025.
23 funds tracked by Wall St. Rank held NeoVolta as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.